Solutions / Customer support

The same customer questions, one answer done right.

Turn your support team’s answers into step-by-step guides, to send as a link or embed in your knowledge base.

Refund an order · 5 stepsPublished
  1. 1Open the order from the back-office search.
  2. 2Check the reason and the amount to refund.
  3. !Warning: a partial refund must be approved by a manager.
  4. 3Click Refund, then confirm the amount.
  5. 4Send the template message to the customer.

What you’re dealing with

Every agent re-explains it their own way.

Repetitive tickets

Password, invoice, refund: the same requests every single day.

Inconsistent answers

Every agent explains it differently, and the customer gets lost.

Outdated help centre

The interface changed, the knowledge base screenshots didn’t.

How proced.ai fixes it

Answer once, then send the link.

1. Capture

Do it once in the browser, every click becomes a step.

2. Adjust

Blur the customer’s data, add a “Warning” callout.

3. Embed

Paste the procedure into your knowledge base, as a scrolling guide or in interactive mode.

4. Update

An interface changes? You fix the step concerned, the link stays the same.

Useful features

Guides your customers actually follow.

Short steps, one screenshot per action, and a link that stays the same when you fix the procedure.

Embedded in your help centre

Four display modes: scroll, slides, film or interactive.

Share links

Public, members only or password-protected.

Data blurring

Hide emails, order numbers and amounts.

PDF and Word export

For customers who prefer a document.

Customer reviews

They’ve been documenting with proced.ai since the beta.

“A real time-saver for training on our rental tools.”

Valéry uses proced.ai to train teams on G’ma Loc’s rental tools.

VGValéry G.
G’ma Loc, rental tools

“We document the procedures of our OhMyArt programme. Thank you to proced.ai for the support since the beta.”

Léa relies on proced.ai for the procedures of Ohmycase’s OhMyArt programme.

LOLéa O.
Ohmycase, OhMyArt programme

Frequently asked questions

Does the customer need to create an account?

No, a public link is enough to read the procedure.

Can we embed a procedure in our help centre?

Yes, with the embed code, in any web page.

What happens when we edit a procedure?

The link and the embed show the new version straight away.

How long does it take to get started?

Getting started is instant: create an account, install the extension, make your first procedure.

Stop re-explaining. Send the procedure

Install the extension, do the task once, share the link. 14-day trial on Pro and Team, no commitment.